13F 机构持仓

Curated Wealth Partners LLC

EL SEGUNDO CA · SEC CIK 0001781284

2026Q22026Q1 更早 9 个季度 🔒
$7.94亿2026Q1 申报市值
228持仓数
74.0%前十大占比 · 第一大 31.2%
43 / 22新建仓 / 清仓
申报市值走势$8.63亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

APO 31.2%
ARES 20.2%
VOO 6.0%
SPY 4.3%
DFAI 3.5%
ADVISORS INNER 2.3%
TOUCHSTONE ETF 2.0%
TEX 1.7%
DIAMOND HILL F 1.6%
AAPL 1.3%

2026Q1 买入最多 按季末市值估算

TOUCHSTONE ETF T 新建仓+$1,609.95万
DSCO 新建仓+$905.79万
VOO 加仓+$583.04万
ARES 加仓+$537.48万
AMCR 新建仓+$345.27万

2026Q1 卖出最多 按季末市值估算

IWO 减仓-$494.31万
AGG 清仓-$391.28万
GCAL 减仓-$372.11万
AMCOR PLC 清仓-$360.46万
BAC 减仓-$337.97万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
AGG ISHARES TR $00.00%0 -39,175-100.0% -$391.28万 清仓
— AMCOR PLC $00.00%0 -86,441-100.0% -$360.46万 清仓
MDY SPDR S&P MIDCAP 400 ETF TR $00.00%0 -759-100.0% -$45.79万 清仓
HEI/A HEICO CORP NEW $00.00%0 -1,761-100.0% -$44.45万 清仓
VMC VULCAN MATLS CO $00.00%0 -1,162-100.0% -$33.14万 清仓
EFV ISHARES TR $00.00%0 -4,639-100.0% -$33.13万 清仓
FICO FAIR ISAAC CORP $00.00%0 -194-100.0% -$32.80万 清仓
KKR KKR & CO INC $00.00%0 —— — 申报中断
MSCI MSCI INC $00.00%0 -506-100.0% -$29.03万 清仓
CEG CONSTELLATION ENERGY CORP $00.00%0 -807-100.0% -$28.51万 清仓
CPRT COPART INC $00.00%0 —— — 申报中断
CWST CASELLA WASTE SYS INC $00.00%0 —— — 申报中断
PCOR PROCORE TECHNOLOGIES INC $00.00%0 -3,749-100.0% -$27.27万 清仓
CBRE CBRE GROUP INC $00.00%0 —— — 申报中断
PLD PROLOGIS INC. $00.00%0 —— — 申报中断
LPLA LPL FINL HLDGS INC $00.00%0 -681-100.0% -$24.32万 清仓
CSX CSX CORP $00.00%0 -6,392-100.0% -$23.17万 清仓
AJG GALLAGHER ARTHUR J & CO $00.00%0 -867-100.0% -$22.44万 清仓
MKL MARKEL GROUP INC $00.00%0 -101-100.0% -$21.71万 清仓
SNPS SYNOPSYS INC $00.00%0 -458-100.0% -$21.51万 清仓
— ELECTRONIC ARTS INC $00.00%0 -1,045-100.0% -$21.35万 清仓
FOUR SHIFT4 PMTS INC $00.00%0 -3,380-100.0% -$21.28万 清仓
ADI ANALOG DEVICES INC $00.00%0 —— — 申报中断
ENSG ENSIGN GROUP INC $00.00%0 -1,211-100.0% -$21.10万 清仓
BIPC BROOKFIELD INFRASTRUCTURE CO $00.00%0 -4,635-100.0% -$21.04万 清仓
BRO BROWN & BROWN INC $00.00%0 -2,597-100.0% -$20.70万 清仓
SHOP SHOPIFY INC $00.00%0 -1,284-100.0% -$20.67万 清仓
CERT CERTARA INC $00.00%0 -10,129-100.0% -$8.92万 清仓
— GOSSAMER BIO INC $3,8700.00%11,782 11,782— $3,870 新建仓
— ALIGHT INC $5,9770.00%10,257 10,257— $5,977 新建仓
— BNY MELLON HIGH YIELD STRATE $4.32万0.01%17,715 00.0% — 不变
— ARES COML REAL ESTATE CORP $9.75万0.01%20,307 3071.5% $1,474 加仓
LYG LLOYDS BANKING GROUP PLC $10.74万0.01%21,353 00.0% — 不变
CCC CCC INTELLIGENT SOLUTIONS HL $13.08万0.02%21,799 -875-3.9% -$5,250 减仓
— BLACKROCK TCP CAPITAL CORP $13.93万0.02%38,587 00.0% — 不变
SAN BANCO SANTANDER SA $14.59万0.02%12,938 00.0% — 不变
— REKOR SYSTEMS INC $16.40万0.02%200,000 00.0% — 不变
DOV DOVER CORP $20.18万0.03%968 968— $20.18万 新建仓
RCL ROYAL CARIBBEAN GROUP $20.34万0.03%739 739— $20.34万 新建仓
USB US BANCORP $20.52万0.03%3,945 3,945— $20.52万 新建仓
MRSH MARSH & MCLENNAN COS INC $20.61万0.03%1,188 -771-39.4% -$13.37万 减仓
SXI STANDEX INTL CORP $20.77万0.03%815 815— $20.77万 新建仓
FIX COMFORT SYS USA INC $20.96万0.03%152 152— $20.96万 新建仓
CI THE CIGNA GROUP $20.99万0.03%787 787— $20.99万 新建仓
— HONEYWELL INTL INC $21.02万0.03%930 930— $21.02万 新建仓
FN FABRINET $21.07万0.03%404 -211-34.3% -$11.00万 重新持有
FCX FREEPORT MCMORAN INC $21.14万0.03%3,597 3,597— $21.14万 新建仓
BCPC BALCHEM CORP $21.27万0.03%1,255 1,255— $21.27万 新建仓
ACN ACCENTURE PLC IRELAND $21.45万0.03%1,082 838.3% $1.65万 重新持有
VUG VANGUARD INDEX FDS $21.49万0.03%492 -946-65.8% -$41.32万 减仓
IBKR INTERACTIVE BROKERS GROUP IN $21.52万0.03%3,208 00.0% — 不变
LRCX LAM RESEARCH CORP $21.62万0.03%1,012 1,012— $21.62万 新建仓
AME AMETEK INC $21.74万0.03%1,014 -202-16.6% -$4.33万 减仓
OXY OCCIDENTAL PETE CORP $21.79万0.03%3,353 3,353— $21.79万 新建仓
SCHW SCHWAB CHARLES CORP $21.90万0.03%2,330 2,330— $21.90万 新建仓
SRE SEMPRA $22.02万0.03%2,266 00.0% — 不变
PSX PHILLIPS 66 $22.03万0.03%1,209 1,209— $22.03万 新建仓
WFC WELLS FARGO & CO $22.03万0.03%2,767 -3,161-53.3% -$25.16万 减仓
SGI SOMNIGROUP INTERNATIONAL INC $22.18万0.03%3,000 00.0% — 不变
TER TERADYNE INC $22.20万0.03%749 749— $22.20万 新建仓
MPC MARATHON PETE CORP $22.37万0.03%916 916— $22.37万 新建仓
LNG CHENIERE ENERGY INC $22.67万0.03%799 799— $22.67万 新建仓
TMO THERMO FISHER SCIENTIFIC INC $22.91万0.03%466 30.6% $1,475 加仓
DTM DT MIDSTREAM INC $23.19万0.03%1,722 00.0% — 不变
TRV TRAVELERS COMPANIES INC $23.22万0.03%796 9012.7% $2.63万 加仓
SAIA SAIA INC $23.32万0.03%664 664— $23.32万 新建仓
— GOLDMAN SACHS ETF TR $23.67万0.03%4,760 4,760— $23.67万 新建仓
NOW SERVICENOW INC $23.82万0.03%2,278 -609-21.1% -$6.37万 减仓
ACWI ISHARES TR $24.04万0.03%1,737 1,737— $24.04万 新建仓
BN BROOKFIELD CORP $24.27万0.03%5,997 -2,105-26.0% -$8.52万 减仓
GM GENERAL MTRS CO $24.41万0.03%3,276 -8,708-72.7% -$64.87万 减仓
TFC TRUIST FINL CORP $24.43万0.03%5,314 1,23530.3% $5.68万 加仓
IWD ISHARES TR $24.57万0.03%1,150 1,150— $24.57万 新建仓
AMGN AMGEN INC $24.73万0.03%703 00.0% — 不变
KO COCA COLA CO $25.02万0.03%3,290 3,290— $25.02万 新建仓
APH AMPHENOL CORP $25.23万0.03%1,997 -2,703-57.5% -$34.15万 重新持有
MANH MANHATTAN ASSOCIATES INC $25.29万0.03%1,900 00.0% — 不变
TJX TJX COS INC NEW $25.50万0.03%1,597 1,597— $25.50万 新建仓
ECG EVERUS CONSTR GROUP $25.67万0.03%2,174 2,174— $25.67万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $25.98万0.03%1,072 1,072— $25.98万 新建仓
WES WESTERN MIDSTREAM PARTNERS L $26.35万0.03%6,400 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $26.55万0.03%576 15336.2% $7.05万 加仓
IJR ISHARES TR $26.85万0.03%2,160 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $26.93万0.03%969 505.4% $1.39万 加仓
IVW ISHARES TR $27.54万0.03%2,435 -2,190-47.4% -$24.77万 减仓
PCG PG&E CORP $27.66万0.03%15,744 15,744— $27.66万 新建仓
MRK MERCK & CO INC $28.08万0.04%2,334 -400-14.6% -$4.81万 减仓
SG SWEETGREEN INC $28.08万0.04%54,103 00.0% — 不变
PAUG INNOVATOR ETFS TRUST $28.11万0.04%6,580 -9,715-59.6% -$41.50万 减仓
NOC NORTHROP GRUMMAN CORP $28.31万0.04%415 -258-38.3% -$17.60万 减仓
WDC WESTERN DIGITAL CORP $28.51万0.04%1,054 1,054— $28.51万 新建仓
SITE SITEONE LANDSCAPE SUPPLY INC $28.83万0.04%2,166 2,166— $28.83万 新建仓
ASML ASML HLDG NV $28.93万0.04%219 -122-35.8% -$16.11万 减仓
C CITIGROUP INC $29.08万0.04%2,564 -1,860-42.0% -$21.09万 减仓
F FORD MTR CO $29.12万0.04%25,231 -42-0.2% -$485 减仓
NEM NEWMONT CORP $29.32万0.04%2,709 2,709— $29.32万 新建仓
UNH UNITEDHEALTH GROUP INC $29.39万0.04%1,086 27133.3% $7.33万 加仓
EMXC ISHARES INC $29.67万0.04%3,772 00.0% — 不变
RTX RTX CORPORATION $29.76万0.04%1,543 32827.0% $6.33万 加仓
GIS GENERAL MILLS INC $29.78万0.04%8,000 8,000— $29.78万 新建仓